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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

478 hedge funds and large institutions have $9.72B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 246 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
8.39%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.21%
New
50
Increased
246
Reduced
134
Closed
35
Calls
$5.59M
Puts
$616K
Net Calls
+$4.97M
Net Calls Change
-$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.16B
2
WJA
2
Willis Johnson & Associates
Texas
$92.3M
3
BCM
3
Brookstone Capital Management
Illinois
$111M
4
AssetMark Inc
4
AssetMark Inc
California
$85.4M
5
LPL Financial
5
LPL Financial
California
$374M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$36.9M
2
AIA
2
Angeles Investment Advisors
California
$34M
3
DCM
3
Dupont Capital Management
Delaware
$4.45M
4
Bank of America
4
Bank of America
North Carolina
$715M
5
GI
5
Gradient Investments
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
51
Nicolet Bankshares
Wisconsin
$34.5M +$1.19M +30,521 +4%
AIA
52
Angeles Investment Advisors
California
$34M -$138M -3,534,222 -80%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$33.2M +$9.44M +242,016 +40%
WH
54
Whitcomb & Hess
Ohio
$32.2M +$984K +25,225 +3%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$31.7M +$674K +17,289 +2%
ACM
56
AlphaStar Capital Management
North Carolina
$30M +$15.7M +390,676 +110%
IWA
57
Inspirion Wealth Advisors
Illinois
$29.8M -$1.36M -34,938 -4%
Betterment LLC
58
Betterment LLC
New York
$29.1M +$14.4M +369,594 +98%
FFG
59
Ford Financial Group
California
$28.8M +$1.09M +27,850 +4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$28.1M +$3.17M +81,356 +13%
Ameriprise
61
Ameriprise
Minnesota
$27M -$1.73M -44,384 -6%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$26.9M +$1.37M +35,119 +5%
CIM
63
Confluence Investment Management
Missouri
$26.8M +$2.02M +51,747 +8%
KA
64
Klingman & Associates
New York
$26.3M -$7.72K -198 -0%
5L
65
55I LLC
Massachusetts
$25.9M +$4.12M +105,608 +19%
MIAN
66
Mariner Independent Advisor Network
Kansas
$25.4M -$5.85M -149,950 -19%
AWM
67
Altium Wealth Management
New York
$25M +$373K +9,558 +2%
FNT
68
First National Trust
Pennsylvania
$24.8M +$935K +23,980 +4%
CWA
69
Choice Wealth Advisors
Maine
$23.9M -$2.17M -55,542 -8%
PSUF
70
People's United Financial
Connecticut
$23M -$358K -9,185 -2%
RA
71
Riversedge Advisors
Delaware
$23M -$729K -18,683 -3%
BCI
72
Brinker Capital Investments
Pennsylvania
$22.5M -$1.47M -37,724 -6%
SFM
73
Signet Financial Management
New Jersey
$21.9M +$49.8K +1,278 +0.2%
EDRIA
74
Edmonds Duncan Registered Investment Advisors
Kansas
$21.7M +$650K +16,667 +3%
MD
75
Money Design
Japan
$21.2M -$1.45M -37,100 -6%
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